Products
A. G-Life - An all-in-one platform for marketing financial products
B. Big Money - Portfolio management marketing & monitoring
C. Life On-Line - A selling platform web toolkit
G-Life
G-Life is a unique software, providing structured and complete answers for marketing and sales of insurance and finance plans.
The G-Life software is an expert solution for a reality in which an insurance broker is required to completely examine the client portfolio, and pay attention to a wide variety of products and carriers. The solution which was developed by many experts of insurance and software development enables any insurance broker to explain complex issues in the world of life insurance in a simple way.
G-Life is the leading software for sales conversation, and includes all the methodic stages required by the regulator. The system produces all the required paperwork to make the deal happen as a built-in part of the process.
G-Life is the leading solution for sales conversations, and includes all the methodic stages required. The system produces all the required paperwork to make the deal happen as a built-in part of the process.
The software includes a complete pension plan for the client. This plan takes into consideration all the existing assets of the client, including existing insurance policies of any type and/or carrier.
Through analyzing the goals and pension needs, in comparison with the existing situation, the insurance broker finds the most appropriate solution, based on a wide variety of products. The simplicity of use, the convenient display and the logical process enables the client to easily understand the most complex concepts, and to take a part in planning his own future.
Big Money
Big Money is a unique product providing structured and complete answers for marketing, sales and monitoring of portfolio management. A system for the sale of managed portfolios provides the best professional answers in a reality in which a financial broker is required to fully examine the client's needs, and an educated choice of the structure of the asset portfolio he recommends to the client. This is all conducted while meeting all the requirements of the regulation.
The solution offered by 2Team enables any broker to easily sell and explain complex issues from the world of finance. The selling story methodically includes all the stages required by the regulator, and in its end, the system produces a set of forms and reports, which are a necessary and inseparable part of the process.
The system includes, among other things, the creation of a client portfolio, which takes all his existing assets into consideration. The system calculates the risk levels that this specific client is willing to invest, on the one hand, and the risk levels to the company, as a client with a managed portfolio on the other.
The simplicity of use, the convenient display and the logical process enables the broker to pass the questions and clarifications stage along the entire process.
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Life On-Line
A web server which integrates the database, the engines and business logic which exist in the G-Life software. Life on-line provides access to these tools from anywhere, via an internet connection.
Our objective: to create an on-line service for any existing interface, including any mobile devices, so that they can enroll to a service introducing them to the wide variety of the existing calculation engines as well as to a library of calculation procedures.
Clients enrolled to the Life On-Line service can enjoy a wide variety of shelf ready-made tools to enable them faster development times for the environment of their choice.
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